You can use the Attachment Filename Format option to customize the name displayed for the files when you send them using the following:

  • Send Link, Send Document, and Send Both options for a file in iManage Work.
  • Services > Insert Attachment from iManage Work to insert attachments from Microsoft Outlook or Apple Mail.

This option has a default value that users can customize to display any of the supported file attributes. For more information, refer to Appendix A- Attributes for customizing attachment file name.

Example:

<key>Attachment Filename Format</key>
<string>{imProfileDescription}({imProfileDocNum}.{imProfileVersion}).{imProfileExtension}</string>

NOTE:

imProfileExtension is a mandatory attribute. If it is removed, file attachments are created without any extension and users are unable to open them as no application is associated with the files for viewing/opening them.